Company Description
ATL Global Advisors is a premier financial services firm hiring a finance intern that will help deliver our client-centric services. Our clients count on our vast experience in taking complex issues and reducing them to understandable, problem-solving ideas. This enables smart financial choices for our clients and their families.
Job Description
- Maintain all files and ensure that they are always up to date, confidential, organized and in compliance with legal requirements
- Manage CRM databases, input information, data, and records
- Assist advisors with the preparation of client meetings, client documentation & financial plans
- Provide marketing and sales support
- Help answer and return calls for office staff
- Gain exposure to wealth management business, products, services and clients’ financial needs
- Take advantage of shadowing, mentoring, and training opportunities with our experienced team of finance professionals
- Other projects as assigned
Requirements
- Must be pursuing a bachelor’s degree
- Comfortable using Word, Excel, PowerPoint, and Outlook
- Experience with Mailchimp, Redtail, or Slacked preferred, but not required
- Strong interpersonal, verbal, and written communication skills
- Curiosity: interest in understanding the big picture; drive to learn about what’s going on and independently asking “why” in order to exercise appropriate prioritization and judgment with daily activities
- Insight: can connect the dots, identify patterns, and take intuitive leaps; open to feedback
- Teaming: support all team members & demonstrate high levels of customer service
- Execution: getting the work done right and efficiently; organized and sweating the small stuff
